Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Curtis is a registered representative with Putnam Investment Management, LLC, located in Boston, MA. Sara is registered with the state of Massachusetts and holds Series 7TO, SIE, and Series 66 licenses. Sara has over two years of experience in the industry and has a background in finance and investment management. Sara has worked at Putnam Investment Management, LLC since September 2022. Before that, she worked at Putnam Retail Management Limited Partnership. Sara specializes in providing investment advice to individuals, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
03/21/2023 - Present
Putnam Investment Management, LLC (BOSTON MA)
MA
01/01/2023 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BOTH
Issued 03/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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